JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 24.92%
 

JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49T
AUM Growth
-$83.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,795
New
Increased
Reduced
Closed

Top Buys

1 +$4.14B
2 +$3.53B
3 +$2.93B
4
APH icon
Amphenol
APH
+$2.35B
5
TTE icon
TotalEnergies
TTE
+$1.73B

Top Sells

1 +$9.76B
2 +$7.54B
3 +$7.17B
4
NVDA icon
NVIDIA
NVDA
+$6.06B
5
MSFT icon
Microsoft
MSFT
+$5.34B

Sector Composition

1 Technology 26.96%
2 Financials 10.46%
3 Consumer Discretionary 9.41%
4 Healthcare 8.5%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RSSB icon
4151
Return Stacked Global Stocks & Bonds ETF
RSSB
$460M
$364K ﹤0.01%
12,954
+9,494
AOCT
4152
Innovator Equity Defined Protection ETF - 2 Yr to October 2026
AOCT
$71.3M
$363K ﹤0.01%
13,669
+12,202
AMBQ
4153
Ambiq Micro
AMBQ
$620M
$362K ﹤0.01%
12,691
+10,814
BAND
4154
Bandwidth Inc
BAND
$396M
$362K ﹤0.01%
23,409
-28,315
PPH icon
4155
VanEck Pharmaceutical ETF
PPH
$1.23B
$360K ﹤0.01%
3,488
-253,497
RXT icon
4156
Rackspace Technology
RXT
$102M
$359K ﹤0.01%
369,308
-1,095,081
INSE icon
4157
Inspired Entertainment
INSE
$222M
$358K ﹤0.01%
38,278
+941
QLTI
4158
GMO International Quality ETF
QLTI
$282M
$358K ﹤0.01%
13,468
-484
ARLU icon
4159
AllianzIM US Equity Buffer15 Uncapped Apr ETF
ARLU
$49.1M
$356K ﹤0.01%
11,741
-1,629
RR icon
4160
Richtech Robotics
RR
$666M
$356K ﹤0.01%
110,115
-9,407
INSG icon
4161
Inseego
INSG
$152M
$355K ﹤0.01%
34,578
+29,388
DGCB icon
4162
Dimensional Global Credit ETF
DGCB
$870M
$354K ﹤0.01%
6,524
+30
TAXX icon
4163
BondBloxx IR+M Tax Aware Short Duration ETF
TAXX
$251M
$354K ﹤0.01%
6,973
+3,558
CRANU
4164
Crane Harbor Acquisition Corp II Units
CRANU
$262M
$352K ﹤0.01%
+35,000
BBUC
4165
Brookfield Business Corp
BBUC
$2.39B
$352K ﹤0.01%
9,813
-106
CBNK icon
4166
Capital Bancorp
CBNK
$521M
$352K ﹤0.01%
12,486
-10,112
ALNT icon
4167
Allient
ALNT
$1.13B
$351K ﹤0.01%
6,537
-33,079
VBND icon
4168
Vident US Bond Strategy ETF
VBND
$503M
$351K ﹤0.01%
7,947
+45
CGHM
4169
Capital Group Municipal High-Income ETF
CGHM
$2.66B
$351K ﹤0.01%
13,772
+2,595
ORGO icon
4170
Organogenesis Holdings
ORGO
$473M
$350K ﹤0.01%
67,535
-146,797
GERN icon
4171
Geron
GERN
$1.05B
$349K ﹤0.01%
264,478
-222,771
OCSL icon
4172
Oaktree Specialty Lending
OCSL
$1.07B
$349K ﹤0.01%
27,377
+16
VSDM
4173
Vanguard Short Duration Tax-Exempt Bond ETF
VSDM
$430M
$348K ﹤0.01%
4,557
+2,054
TIPZ icon
4174
PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
$92.8M
$347K ﹤0.01%
6,635
+1,118
CERS icon
4175
Cerus
CERS
$430M
$347K ﹤0.01%
168,253
+91,121